The contracts every bookkeeper should have
Bookkeepers handle the most sensitive data a business has — your contract has to carry confidentiality, scope, and clean recurring terms. The Contracts Kit gives you plain-English templates built for exactly this — read every word before you decide, then own all 15 for a one-time $49.
You see bank access, payroll, and tax data, so confidentiality and a precise scope are non-negotiable. The right agreements protect the client's data, define exactly what you do (and don't) handle, and secure your monthly fee.
The templates a bookkeeper actually needs
Each is written in plain English and ready to use. Click any one to read the full document before you buy.
Monthly Retainer Agreement
Defines the recurring scope — reconciliations, reports, payroll or not — with clean payment and renewal terms.
Read the template →Client Services Agreement
Sets the engagement, responsibilities, and the line between bookkeeping and tax or financial advice.
Read the template →One-Way Non-Disclosure Agreement
Protects the client's financial information you'll access — the trust signal that closes the engagement.
Read the template →Termination of Services Letter
A clean, professional way to end an engagement and hand back access and records.
Read the template →Mistakes that cost bookkeepers money
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Frequently asked
How do I separate bookkeeping from tax advice in my contract?
Define it explicitly. The Client Services Agreement lets you state what's included and add a clause clarifying you provide bookkeeping, not tax or financial advice — which limits your liability for things outside your scope.
Is a confidentiality agreement worth it for bookkeeping?
Very much. You handle a client's most sensitive data, so a One-Way Non-Disclosure Agreement both protects them and reassures them, making it easier to win and keep the engagement.
Every contract a bookkeeper needs, for $49 once
All 15 plain-English templates, yours to keep and reuse on every client. Read each one in full before you pay.
Browse the templatesContracts Kit templates are a starting point, not legal advice. For high-stakes matters, have a lawyer review your specific situation.